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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$460K +$6.91K +230 +2%
F
127
F3Logic
Minnesota
$453K +$85.4K +2,842 +24%
CFA
128
Cahill Financial Advisors
Minnesota
$438K -$24.4K -812 -5%
PFG
129
Piershale Financial Group
Illinois
$433K +$16.6K +552 +4%
CWS
130
Cypress Wealth Services
California
$400K -$7.27K -242 -2%
LNC
131
Lincoln National Corp
Pennsylvania
$395K +$390K +12,972 New
JCM
132
Jacobi Capital Management
Pennsylvania
$383K +$60.1K +2,000 +19%
SWA
133
Stratos Wealth Advisors
Ohio
$375K +$370K +12,330 New
SIC
134
Samalin Investment Counsel
New York
$352K -$4.26K -142 -1%
BWM
135
BerganKDV Wealth Management
Minnesota
$346K -$2.46K -82 -0.7%
NNP
136
Nachman Norwood & Parrott
South Carolina
$335K
SMG
137
Smart Money Group
Texas
$320K -$431K -14,346 -56%
First Trust Advisors
138
First Trust Advisors
Illinois
$320K +$2.04K +68 +0.6%
HWA
139
HCR Wealth Advisors
California
$311K
EFG
140
Everhart Financial Group
Ohio
$299K -$44.5K -1,480 -13%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$298K -$15.4K -512 -5%
WFS
142
Weitzel Financial Services
Iowa
$295K +$290K +9,662 New
SSWM
143
Sheets Smith Wealth Management
North Carolina
$291K +$481 +16 +0.2%
CCM
144
Coldstream Capital Management
Washington
$285K +$282K +9,392 New
BDF
145
Black Diamond Financial
Maryland
$283K
FHC
146
First Heartland Consultants
Missouri
$280K +$7.33K +244 +3%
GIA
147
Gladstone Institutional Advisory
Florida
$280K +$276K +9,194 New
GWM
148
Geneos Wealth Management
Colorado
$277K -$16K -532 -5%
WLIM
149
White Lighthouse Investment Management
Massachusetts
$274K
LWAC
150
Laurel Wealth Advisors (California)
California
$267K +$21.3K +710 +9%